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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,516 | $73,848+125.5% | $143,799+15.8% | $68,486+143.1% |
| Participation rate | 86.1% | 66.7%+19.5pp | 80.3%+5.8pp | 67.9%+18.2pp |
| Annual return | -10.76% | 0.91%-11.7pp | -0.04%-10.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $4,466 | $3,184+40.2% | $4,952-9.8% | $2,597+72.0% |
| Participant deferral / active EE | $4,964 | $3,385+46.7% | $5,638-12.0% | $4,028+23.2% |
| Admin fee / account holder | $31,495 | $5,755+447.3% | $14,677+114.6% | $5,404+482.8% |